Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $33.2B
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$24.1B
AUM Growth
+$852M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,293
New
Increased
Reduced
Closed

Top Buys

1
+$91.8M
2
+$86M
3
+$45.3M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$41.3M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$38.1M

Top Sells

1
+$110M
2
+$47.7M
3
+$34.3M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$34.1M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$29M

Sector Composition

1 Technology 8.88%
2 Financials 3.88%
3 Consumer Discretionary 3.32%
4 Healthcare 3.13%
5 Communication Services 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4351
$4K ﹤0.01%
1,302
-4,018
4352
$4K ﹤0.01%
16
+1
4353
$4K ﹤0.01%
766
-2,086
4354
$4K ﹤0.01%
123
4355
$4K ﹤0.01%
+360
4356
$4K ﹤0.01%
157
-1
4357
$4K ﹤0.01%
161
+116
4358
$4K ﹤0.01%
693
+278
4359
$4K ﹤0.01%
529
4360
$4K ﹤0.01%
3,070
-55
4361
$4K ﹤0.01%
165
-4
4362
$4K ﹤0.01%
268
+9
4363
$4K ﹤0.01%
3,311
+1,855
4364
$4K ﹤0.01%
177
+1
4365
$4K ﹤0.01%
503
+35
4366
$4K ﹤0.01%
171
+3
4367
$4K ﹤0.01%
218
+38
4368
$4K ﹤0.01%
+134
4369
$4K ﹤0.01%
73
+42
4370
$4K ﹤0.01%
102
4371
$3K ﹤0.01%
316
-25
4372
$3K ﹤0.01%
567
+36
4373
$3K ﹤0.01%
1,544
+123
4374
$3K ﹤0.01%
890
4375
$3K ﹤0.01%
59
+25
173 174
175
176 177